Ea User Guide v3

Enterprise Advantage 2.
0
User Guide
October 2015
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CONFIDENTIAL & PROPRIETARY
The recipient of this material (hereinafter "the Material") acknowledges that it contains confidential and proprietary
data the disclosure to, or use of which by, third parties will be damaging to First Advantage. Therefore, recipient
agrees to hold the Material in strictest confidence, not to make use of it other than for the purpose for which it is
being provided, to release it only to employees requiring such information, and not to release or disclose it to any
other party. Upon request, recipient will return the Material together with all copies and modifications, if any.
All names in the text, or on the sample reports and screens shown in this document, are of fictitious persons and
entities. Any similarity to the name of any real person, address, school, business or other entity is purely
coincidental.
The First Advantage logo is a registered trademark of First Advantage., used under license. Other products and
services may be trademarks or registered trademarks of their respective companies.
Copyright © 2014, First Advantage. All rights reserved.
Table of Contents
Introduction ........................................................................................................................................ 1
Overview ............................................................................................................................................................. 1
In this Guide ........................................................................................................................................................ 1
Document Conventions ....................................................................................................................................... 2
Additional Training .............................................................................................................................................. 2
Technical Support ................................................................................................................................................ 2
Using Enterprise Advantage ................................................................................................................ 3
Logging into Enterprise Advantage ..................................................................................................................... 3
Logging In ............................................................................................................................................................ 4
Forgot Password .................................................................................................................................................. 4
Changing Initial or Expired Passwords ................................................................................................................ 5
Change Password ................................................................................................................................................. 5
Password Guidelines ............................................................................................................................................. 5
Site Navigation .................................................................................................................................................... 6
Navigation Toolbar ............................................................................................................................................... 6
Time Out Notification ........................................................................................................................................... 6
Dashboard Features ............................................................................................................................ 7
Basic Features ..................................................................................................................................................... 7
Order Entry ......................................................................................................................................... 8
Overview ............................................................................................................................................................. 8
Components ........................................................................................................................................................ 8
Component Descriptions ...................................................................................................................................... 8
Packages .............................................................................................................................................................. 9
Package Details .................................................................................................................................................... 9
Creating Your Order .......................................................................................................................................... 10
Getting Started ................................................................................................................................................... 10
Auto Save Order ................................................................................................................................................. 10
Selecting Your Order Preference ........................................................................................................................ 11
Client Reference ID ............................................................................................................................................. 14
Client Representative Field ................................................................................................................................ 14
Additional Requestor ......................................................................................................................................... 14
Exit Order ........................................................................................................................................................... 14
Data Entry ................................................................................................................................................ 15
General Concepts .............................................................................................................................................. 15
Admitted Charges .............................................................................................................................................. 15
Order Instructions ............................................................................................................................................. 15
Additional Names Section ................................................................................................................................. 15
Explicitly Save Order .......................................................................................................................................... 17
Entering Education Information ............................................................................................................... 18
Entering Employment Information .......................................................................................................... 19
Additional Dates, Locations, and Positions ....................................................................................................... 20
Entering Motor Vehicle Report Information ............................................................................................ 21
Using the Public Records Grid .................................................................................................................. 22
Adding Criminal Searches .................................................................................................................................. 22
Customized Public Record Selection Grid .......................................................................................................... 23
Limit Number of Public Records Ordered .......................................................................................................... 24
Adding Attachments ................................................................................................................................ 25
Using the Upload Window ................................................................................................................................ 25
Reviewing Your Order Summary .............................................................................................................. 27
Submitting Your Order ...................................................................................................................................... 27
Canceling Order Requests ................................................................................................................................. 28
Reviewing and Submitting Your Order ..................................................................................................... 29
Submitting Your Order ...................................................................................................................................... 29
Duplicate Order Checking ........................................................................................................................ 30
Leave in Deferred .............................................................................................................................................. 30
Receiving Confirmation ............................................................................................................................ 31
Search Orders ........................................................................................................................................... 32
Overview ........................................................................................................................................................... 32
View Order Results .................................................................................................................................. 33
Overview ........................................................................................................................................................... 33
Enterprise Advantage Filtering Option ..................................................................................................... 34
Power Search Selection ..................................................................................................................................... 36
Additional Search Options ................................................................................................................................. 36
Order Viewing .......................................................................................................................................... 38
Using Search Results .......................................................................................................................................... 38
Status Descriptions ............................................................................................................................................ 39
Order Results Case Actions ................................................................................................................................ 40
Order Information ............................................................................................................................................. 40
Searches ............................................................................................................................................................ 41
Ordered/ Completed ......................................................................................................................................... 41
Status ................................................................................................................................................................. 41
Flag .................................................................................................................................................................... 41
Order Details Search Type Actions .................................................................................................................... 42
Element Action .................................................................................................................................................. 42
Process Batch ........................................................................................................................................... 43
View Batches ............................................................................................................................................ 44
Administration ......................................................................................................................................... 45
Overview ........................................................................................................................................................... 45
Administration Options Overview ........................................................................................................... 46
Overview ........................................................................................................................................................... 46
Administration Options ..................................................................................................................................... 46
Edit User Settings ..................................................................................................................................... 47
Overview ........................................................................................................................................................... 47
Change Your Password ...................................................................................................................................... 48
Change Your Secret Question ............................................................................................................................ 49
Change Your E-mail Notification Preferences .................................................................................................... 50
Change Your Order Entry Default Custom Package ........................................................................................... 52
Add a New User ................................................................................................................................................. 53
Edit Company Settings ............................................................................................................................. 54
Overview ........................................................................................................................................................... 54
Edit General Information ................................................................................................................................... 54
Edit Duplicate Checking ..................................................................................................................................... 54
Company Document ......................................................................................................................................... 55
Billing Information ............................................................................................................................................. 55
View Managerial Reports ......................................................................................................................... 56
Overview ........................................................................................................................................................... 56
Viewing and Printing Managerial Reports ......................................................................................................... 57
Billing ....................................................................................................................................................... 58
Overview ........................................................................................................................................................... 58
Billing Filtering Preferences ...................................................................................................................... 59
Billing Detail View Options ................................................................................................................................ 59
Filter/ Presentation Options .............................................................................................................................. 59
Frequently Asked Questions .................................................................................................................... 70
Order Entry ........................................................................................................................................................ 70
Order Viewing ................................................................................................................................................... 71
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Introduction
Overview
Enterprise Advantage (EA) is a web-based pre-employment screening utility, offering fast, background information
to meet your business needs. First Advantage® Enterprise Advantage, offers an automated and interactive
ordering system, customized screening packages based on position, custom adjudication criteria, flexible reporting
options, tiered background screening, timely results, online billing, and accommodating administration functions
making Enterprise Advantage a comprehensive solution for any employer's hiring program. For additional
information regarding other services, such as batch ordering and Employee Eligibility Verification (EEV) service
please refer to Inside Enterprise Advantage.
Enterprise Advantage provides maximum accessibility regardless of what type of computer system and/or browser
you use.
In order to get the most visually pleasing experience, use a monitor resolution of 1024 x 768 or greater and the
latest version of the following Java-enabled browsers:
• Microsoft® Internet Explorer® version 6.0 or higher
• Apple® Safari™ version 1.2 or higher
• Mozilla® Firefox® version 2.0 or higher
In this Guide
This guide is designed for you to use as a reference tool for Enterprise Advantage. It describes the process of
ordering background checks, viewing results, administrative functions, and online billing. At the end of this guide
are frequently asked questions and a glossary of common Enterprise Advantage terms to assist you in becoming
more familiar with the system.
Copyright © 2014 First Advantage. All rights reserved. 1

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Document Conventions
The following documentation conventions are used throughout this manual.
Convention Description
Bold This is used to identify data field names and menu selection
options.
" " This is used to identify new terms.
Italics This is used to identify references to other chapters,

documents, or databases.
WARNING This is used to identify warnings.
Gray Shading This is used to identify tips or notes.
Additional Training
In addition to this guide, you can take an Enterprise Advantage e-Training class with a live instructor present to
answer your questions. You can also watch an online training video at your convenience 24 hours a day, seven
days a week. For instructions to register for an Enterprise Advantage class or to view the training video, go to
http://Learn.fadv.com.
Technical Support
For questions on how to use Enterprise Advantage, call 1-800-962-2091 (Monday – Friday, 8:00am – 8:30pm
Eastern Standard Time). For after-hours support, leave a message on the automated system and a representative
will respond to your request within a 30-minute time frame. You may also email your questions to the support team
at: employment.support@fadv.com.
For questions on interpreting your results or on your account, call your account manager at 1-800-962-2091.

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Using Enterprise Advantage
Logging into Enterprise Advantage
Your Enterprise Advantage account is customized to your company’s specifications. Certain setup options and
available products will vary depending on your account. If you have questions about your account, contact your
system administrator or call First Advantage® Technical Support for assistance.
The Internet address for Enterprise Advantage is enterprise.fadv.com. Typing this address into your web browser
will bring you to the Enterprise Advantage Login screen.

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Logging In
Follow the steps below to log into Enterprise Advantage.
Step Action
1 In the Client ID field, type the Client ID given to you by the Enterprise
Advantage administrator or First Advantage®
2 In the User ID field, type your User ID
3 In the Password field, type your password

Note: You must obtain your initial password from the Enterprise
Advantage administrator or from First Advantage®. If this is your first
time logging in or your password has expired, the Change Password
screen will appear. See the Changing Initial or Expired Passwords
section for more information
4 Click The ,Enterprise Advantage main screen appears
Forgot Password
Your initial password is given to you by your Enterprise Advantage administrator. If this is your first time logging in
or your password has expired, you will need to change your password. You can also change your password
whenever you wish via the Administration screen. More information on passwords can be found in Using Enterprise
Advantage and Administration. You may also contact your Enterprise Advantage system administrator or call First
Advantage® Technical Support for password assistance.
If you have forgotten your password, you can reset it by clicking on the Forgot Password link. You will need to
provide your Client ID, User ID and provide the answer to your secret question.

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Changing Initial or Expired Passwords
Change Password
Use the following steps to change an initial or expired password.
Note: You must first log into Enterprise Advantage.
Step Action
1
When the Change Password screen appears, enter your current
password in the Old password field
2
Enter your new password in the New password field. See the
Password Guidelines section below
3
Retype your new password to confirm it
4
Click the Submit button to save your changes
Password Guidelines
Use the following guidelines when creating a new password:
• Password must be at least eight characters in length
• Password must contain three of the following four types of characters
• Upper case letter A-Z
• Lower case letter a-z
• Digit 0-9
• Special characters: ! @ # % ^ ( )
Password must not contain:
• Account Number or User ID
• Three of the same characters in succession. (Ex: aaa, bbb, ccc)
• New password cannot be a previously used password

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Site Navigation
Navigation Toolbar
Copyright, Privacy Policy, Legal, Fact Act Disclosure, User Policy, Terms and Conditions, and the Log Out links will
be universally available from the Navigation menu in all sections of Enterprise Advantage. Additionally, you will
always be able to see the Login Account/Client ID and User ID from every page on the site.
The navigation menu on the left hand side of the screen allows you to navigate through the Enterprise Advantage
website. The descriptions of the toolbar options are explained below.
Note: The navigation m enu options will vary depending on the account and user privileges.
Time Out Notification
For security purposes, Enterprise Advantage uses an inactivity timeout feature. Two minutes prior to the session
time out a message will display requiring the user to click OK to continue. If no input is received from the user
before the timer expires, the user session will end.

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Dashboard Features
Basic Features
Available from the homepage, the Dashboard provides you with quick and easy access to search case results
based on predefined queries of “Completed”, “Unviewed”, “Not Printed”, and “In Process” cases. W ithin each query
set, you can perform queries that are more specific by clicking on the red, yellow, and green links.
For example:
• The red link under the “Completed” section returns all cases ordered in the last 7 days that are in a
“Completed” case status where at least one elem ent has a red flag.
• The yellow link under the “Unviewed” section returns all cases ordered in the last 7 days where at least one
elem ent has a yellow flag and that elem ent has not been viewed.
• The green link under the “Not Printed” section returns cases ordered in the last 7 days where all elem ents
have a green flag and at least one of those elem ents has not been printed.
The Dashboard feature displays results based on the following user security levels:
Security Level Dashboard Options

My Orders Only or My Alerts Only The Dashboard will display a count of the number of cases next to the
Appropriate alert icon and status for the user’s orders.
View All Reports or View All Alerts The Dashboard will display a count of the number of cases next to the
Appropriate alert icon and status for that user’s orders only. You will have
the option to de-select My Reports Only to display all orders within the
account based on clicking the link.
View All Alerts or View All Reports The Dashboard will display a count of the number of cases next to the
and Multi Account Viewing Appropriate alert icon and status for all accounts the user has access to
view. The Account Selection feature will be available for you to use to
select accounts to update the dashboard within your hierarchy level and
lower.

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Order Entry
Overview
The Enterprise Advantage Order Entry process follows a step-by-step sequence and will vary depending on the
component(s) or package that you are ordering. For example, if your package does not include an employment
verification report, you will not be required to enter the subject’s present and past employment information during
the Order Entry process.
Components
Component Descriptions
The below figure illustrates common Additional Search Types available in Enterprise Advantage. Please note that
the search types available for you to order may vary depending on your account preferences. The Price details of
the specific types that are available to order for your account can be viewed by clicking on the Details tab from the
Order screen.

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Packages
Package Details
Packages in Enterprise Advantage provide you with a convenient selection of multiple component combinations.
Depending on your account settings, you may have the ability to add individual components to your package before
your order is submitted. Enterprise Advantage package details can be viewed by selecting the package from the
Custom Package drop-down. The Package Detail window is displayed at the bottom. The Package Detail
window will include the components included in the package, as well as the quantity of each component. Please
note that due to your account preferences, not all packages may be available for you to order through Enterprise
Advantage.

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Creating Your Order
Getting Started
To begin the Order Entry process, click on the New Order menu tab from the Employment Screening navigation
menu in the left side of the page. Select Order from the additional options displayed.
Auto Save Order
Enterprise Advantage will automatically save your order every five minutes, as well as when you progress through
the tabs. When an order is saved, a message will be displayed at the bottom of the screen indicating that the order
was saved, as well as the date and time it was last saved. The following data requirements must be met for the
system to auto save.
• The Order page must be complete.
• The required Subject information must be complete and validated based on account setup. Ex. First and
Last Name are always required but DOB may be required when ordering certain components

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Selecting Your Order Preference
There are a variety of order options to choose from in Employment Screening, allowing you to order both individual
components and defined packages.
• An individual component is a single search component.
• A defined package is one that is developed specifically for your company. Follow the steps below to start
your order.
Step Action
(Optional) Type your Client Reference ID in the Client Reference ID field. The information entered
into the client reference fields are tied to the order and passed through to the billing detail. This
information is commonly used to sort or group orders by the information entered.
1
Tip: The Client Reference 2 field is used to assist you in identifying your order.
(Optional) Type your Client Reference 2.
2 Tip: The Client Reference 2 field is used for additional data to assist you in identifying your order.
For example, you may want to type a position code in this field.
(Optional) Type the Position Applied For.

Type specific text to search for an applicant based on positions available. Or use the drop-down list of
available positions that have been setup for your specific account.
Three options are available:
Free form text field, which captures data, entered to identify the position.
Position Applied For dropdown list – list is approved by customer.

3
Position Applied For dropdown list with package mapping.
Note: Depending on your account setup, you may be required to select

Position Applied For in order to display packages.
Additionally, your account may only display a list of packages that have been mapped to the position
selected
4 Select a package.
Note: Packages created by the user, are user specific
5 Once the package has been set, add on components may be available for you to select in the
Individual Components and Prices section
6 Provide the Expected salary figures in USD

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7
Click Next to begin entering subject information

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Order Subject Review
Order
ii Requestor InformatiOn a
Requestor EmailAddress
Client Representative *
Add ionel Requestor Select One
Order lnformat1on a
Client Reference 10
Client Reference 2
:: Package SeleCtiOns a
Position Applied For
Custom Package Select One
Additional
Types
Search Types Selected Search Types
Cred Report
Education
FADV National Criminal PLUS
FADV NationalCriminalFile
Former Employment
license Ver ification
Motor Vehic e Report
NationalSex Offender Registry
Office Foreign Assets Control
Present Emt>loyment
References
SocialSecurity Verification
Sa ary Information
Expected AnnualSalary Currency USD
For report ng US ba.-xd criminal h:istory convictions greater than 1y ears.
Next 0 Exl Order
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Client Reference ID
Note: The Client Reference ID can either be an optional free form text field, or it can be set to be a required field
with a specific format.
If the Client Reference ID value is ‘LIST’, the field will show a drop-down list. If the format is not ‘LIST’ and is a
single format, the format will appear next to the reference field.
The acceptable formats are: 999-9999
AAA-999 AA/AA 9999 99AA-999AAA MM/DD/YYYY LIST
Client Representative Field
The Client Representative Field will be pre-filled with the logged in user’s User ID. This field can be displayed in
two ways:
• List
• Text Pattern
The label for client reference id and the format for each entry field are customizable.
Additional Requestor
The Additional Requestor field can be used if you want another person to receive the completed report notifications.
Exit Order
The Exit Order button is used to leave order entry. After clicking Exit Order, you will be prompted with a dialog box
asking if you would like to save your changes.
• If Yes is selected, you will see a notification that the order has been saved.
You will then be returned to the Order tab of Order Entry.
• If No is selected, the order will be cancelled and you will be returned to the Order Entry screen. If the order
you are editing is a previously created draft order no changes made after the last system auto save or user
initiated save will be retained.
• If Cancel is selected, the dialog box will close and you may resume entering the order. All data previously
entered will remain.

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Data Entry
General Concepts
Use the Subject Information tab to enter in the subject’s personal information, current address, Admitted Hits, and
Case Special Instructions.
Note: The fields in red are required and m ust be com pleted before you can continue with your order.
Admitted Charges
The Admitted Charges section is an optional free-form text field that can be used to enter in any admitted offenses
by the subject. A date and location must be included for the information to be considered relevant.
Order Instructions
The Order Instructions field is an optional free-form text field that can be used to enter in any additional subject
information that may assist First Advantage’s Employment Services in processing the report.
Additional Names Section

The Additional Names field populates when selected YES, this can be used to enter an additional name for the
subject, such as a maiden name or alias.
If your account is setup with the preference to use this field, you may use the other name(s) for criminal searches
with one exception. The other name will not be used if you are ordering a First Advantage® National Criminal File
report.
Follow the steps below to complete the Subject Information tab.
Step Action
1 (Required) Enter the subject’s personal details and current address.
Note: The city, state, and zip code are validated against each other.
2 (Required) Enter the Global Identification by selecting the Country issued

by, Document Type (This is dynamic and will differ based on the country
selected), and the Government ID Number
3 (Optional) Enter the Charge, Type, and Description of any Admitted

Charges declared by the subject
4 (Optional) Enter possible information to assist in processing your order.

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5 (Optional) Enter Additional Names, if any
Tip: If you have more than one alias, click the Add Another icon to add
6 (Optional) Enter any previous addresses.
Tip: If you have more than one address, click the Add Another icon to add
7 Click Next to continue in the order entry process

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Explicitly Save Order

Clicking the Save Order button at any point during order entry will save your order if the minimum data requirement
fields have been completed. The minimum data fields are:
• The Order tab must be complete.
• The required Subject information must be complete and validated based on your account setup.

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Entering Education Information
General Concepts
Note: The Education screen is conditional and will only appear if you are ordering an Education Background
Report.
Use the Education screen to enter details about the subject’s education experience. Fields indicated in red are
required and must be completed before you can continue with your order.
If you are ordering a package that includes multiple education institutions, you have the opportunity to add
additional institutions to the search.
Follow the steps below to complete the Education Institution screen.
Step Action
1 (Required) Enter the appropriate information in the required fields.
Note: Additional information provided will increase the accuracy of the

results.
2 (Optional) Click the Add Another button to enter information about an

additional institution. Click on the delete button to remove an entry.
3 Use the tabs across the top or the <<Prev or Next>> buttons to navigate
through screens.

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Entering Employment Information
General Concepts
Note: The Employment screen is conditional and will only appear if you are ordering a Current or Previous
Employment Report.
Use the Employment screen to enter details about the subject’s present and former employment experience.
Fields indicated in red are required and must be completed before you can continue with your order.
If you are ordering a package that includes multiple former employment reports, you have the opportunity to add
additional employers to the search.
Follow the steps below to complete the Employment Information screen.
Step Action
1 (Required) Enter the subject’s current employment information.
Note: Do not enter present employer information unless the subject has
granted you permission to contact his/her current employer
2 (Optional) Click the Present Employer selection box if applicable
3 (Optional) Click Add Another to add multiple dates or locations

associated to your employment entry
4 (Optional) Click Add Another to enter information about an additional

previous or former employer.

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Additional Dates, Locations, and Positions

The Add Another buttons are available for both the Employment and Education verification process. You should
use these buttons to submit or remove additional dates or locations associated to the entry. For example, if the
subject worked for an employer with a lapse in time, you could enter the additional employment date range by
clicking the Add Another button.
Use the date fields to enter the additional employment date ranges and the location fields to enter multiple locations
or additional positions held.

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Entering Motor Vehicle Report Information
General Concepts
Note: The MVR screen is conditional and will only appear if you are ordering a Motor Vehicle Report.
Use the MVR screen to enter the subject’s driver’s license information. Fields indicated in red are required and must
be completed before you can continue with your order.
Follow the steps below to complete the Driver’s License Information screen.
Step Action
1 Enter all required fields in red.
Note: Once the state has been selected, the required format for the
selected state will display below the fields.

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Using the Public Records Grid
General Concepts
The Records screen is a conditional screen that appears only if you have selected a package that includes a
criminal background search along with a social security verification search.
All address information provided by the applicant and used in the data entry process is populated on the grid.
Additionally, if the Social Security Number Verification (SSNV) component is included in the order, addresses
returned in the verification are also populated on the grid. The “Source” of the address is listed below address:
Applicant Provided or Developed by SSNV.
The addresses populated in the grid are associated with the Social Security number you provided. The cities shown
in bold are the locations associated with the corresponding name in the first column. This allows you to run a
criminal background check in other locations where the subject has resided. By default, each location is selected to
be included in the search.
Note: If you select m ore location/nam e combinations than your package allows, there will be an additional charge.
Adding Criminal Searches

Follow the steps below to add a criminal background search for one of the possible name/location combinations
found in the grid.
Step Action
1 Review the addresses developed during the order entry process.
2 (Optional) Enter any additional address locations to add to your existing

location. Click on the Add Another button.
3 (Optional) Click on Add Another button to add the location to the record
search.
4 (Optional) Exclude a location from the Criminal search by clicking the check
box to the left of the address to remove the check mark.
5 Click Select All to add all locations to the Criminal Background search.
Click Clear All to remove all locations from the Criminal Background
search.

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Customized Public Record Selection Grid

The Public Record Selection currently has several customizable features. Contact your account representative for
additional assistance.
The customizable features include:
• Limit Number of Public Records Ordered
• Pre-selection of Other Names on the grid
• Pre-selection of Developed Addresses on the grid

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Limit Number of Public Records Ordered

The Limit Number of Public Records Ordered feature allows you to lock the Public Record Selection grid to limit the
number of name/address combinations that can be selected.
W ith this option, you are prohibited from selecting combinations of names and addresses that exceed their
corporate designated amount. An error message displays if a user attempts to order name/address combinations
greater than the set amount.
Note: Your account can also be set-up with privileges to override the lim it set for the Public Records grid.

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Adding Attachments
General Concepts
The Documents Upload tab in Enterprise Advantage will show required and/or optional documents for the
background screening products ordered. Whether a document is required or optional for a search depends on the
rules loaded into Enterprise Advantage’s Validation Engine.
Note: Attaching a consent form to the application will disable Online signature for that package.
Using the Upload Window

Follow the steps below to attach all required documents at both the Case and Component/Element levels.
Step Action
1 Click Document Upload to open the upload window.
2 Select Upload from the Document Actions drop-down.
3 Click Upload to upload the file or Cancel to return to the Document Upload tab.

Enterprise Advantage V2 .0: user Guide October 2014
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Order Subject Employment Document .../ Review

Upload Order
Document Upload
Important: Declining to provide a document required to fulfillyour screening order may impact the outcome of the screening process by suspending
any search where the document is needed.
Document Actions Select One •
:: Order Level Documents a

Select Document File tlame
IEJ Authorization Form
Next 0 Save Order Exl Order
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Reviewing Your Order Summary
General Concepts
The Review Order screen allows you to review your order information before submitting the order
Submitting Your Order

Follow the steps below to submit your order for processing
Step Action
1 Review each section of the Order Summary screen to determine if all the
subject information is accurate and correct.
2 Use the Edit buttons to edit any information that is incorrect or to include
additional information.
3 If you are satisfied with your order, click Submit to continue to the
Checkout screen.
Copyright© 2014 First Advantage. All rights reserve d. 27

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Canceling Order Requests

If you wish to cancel the order, click Exit Order.
If you cancel your order and the Social Security Number Verification component was already completed for the
criminal background search your account will be charged for this individual component. You will be notified of this
charge by the screen below.

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Reviewing and Submitting Your Order
General Concepts
The Checkout screen allows you to review your order information before submitting the order.
NOTE: The Checkout screen is an optional feature. Please contact Custom er Support for additional inform ation.
Submitting Your Order

Follow the steps below to submit your order for processing
Step Action
1 Review each section of the Order Summary screen to determine if all the
subject information is accurate and correct.
2 Use the Previous button to return to the Summary screen if any changes
must be made to the order.
3 If you are satisfied with your order, click Submit Order to send the order to
First Advantage® for processing.
Note: The Under Construction process allows the requestor to submit an

order without all required information. The order automatically goes “under
construction.” The requestor will see that order in order viewing. Please
note that the order is on hold and will not start the background screening
process until the required information is provided.
When the requestor views the order in order detail screen, there will be an
edit button that displays next to each item that is under construction and the
recruited can add the missing information.

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Duplicate Order Checking

General Concepts
Depending on your account settings, Enterprise Advantage can automatically check for duplicated orders prior to
the case being submitted. This reduces the total number of deferred items based on duplications. The duplicate
checking logic considers the order a duplicate if there is a subject match based on subject information.
If there is already another order in the system for the subject under the same account number, this screen will notify
you before you submit your order. You have the option to ignore the duplicate warning and submit your order with
the duplicate included or to delete the duplicate order. Click Cancel to delete the duplicate order.
Leave in Deferred
Click to mark the status of the duplicate order as “Deferred” on the Order Results screen.

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Receiving Confirmation
General Concepts
Submitting your order will launch a confirmation page that displays an Order ID number. This number will be used
to reference your order. From this screen, you have the option to add another order or to view your existing order.
The Add Another Order option will initiate the Order Entry process from the beginning so that you may order for
another subject. The View This Order option will launch the Order Viewing process.

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Search Orders
Overview
The Search Orders is a notification process which reminds Enterprise Advantage customers to rerun a background
check on an applicant with a report that is about to expire. Notifications can be set to rescreen the applicant at a
time frame specified by the customer in days, months, or years. Once a month, an email will be sent to all of the
contacts on the account with a list of applicants that will expire. Applicants that must be rescreened will remain on
the rescreen list for a time frame specified by the customer in days, months, or years. There are icons to remove an
employee from the list permanently or just for this cycle. When an applicant has been rescreened, they will
automatically be removed from the list.
NOTE: The Rescreen Manager is an optional feature. Please contact Customer Support for additional information.
Step Action
1 Select Search Orders from the Navigation menu
2 In the Search Subject section, type in the name of the applicant that you
will order the report for
3 Select the applicant from the search results
4 The Order Entry screen will open with all fields pre-populated with the
information entered when the report was last ordered
5 Review the pre-populated fields and update any information that may have
changed since the last report before completing the order

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View Order Results
Overview
Enterprise Advantage provides tab-based order viewing navigation so you may quickly toggle between the search
options, result, and order details. If you are not satisfied with the search results returned, you may click the Search
tab to review and/or refine the search criteria.
First Advantage® Order Viewing capabilities allow you to search for submitted orders by filtering the Order
Information, Subject Information, and Report Status. You may also perform an advanced search by selecting
specific results options. The Order Viewing procedure may vary depending on the Enterprise Advantage settings
for your account.
This chapter discusses the views and report for Enterprise Advantage, the filtering criteria available to assist you in
searching for your results, actions presented from the Order Detail screen, and how to read your reports.

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Enterprise Advantage Filtering Option
General Concepts
Enterprise Advantage launches the Search Orders screen when Search Orders is selected from the Navigation
menu. The Search Orders screen allows you to enter and select multiple criteria to filter for specific reports to view
or print.
When viewing the Search Results tab, you can click on the Search Orders tab to review the original criteria
retained and/or further refine the search criteria.
Enhanced options to search results include the ability to search by component status (including Decisional
components), position, progressive orders only, and batch orders only.
Step Action
1 The Order ID is the confirmation number you receive once an order has
been submitted.
(Optional) Select Order Viewing.

Type the Order ID number in the Order ID field.
Note: The % symbol can be used as a wildcard in the client reference,
position, requestor, SSN, and subject’s last name fields.
2 The Client Reference ID is an optional field from the Order Entry screen.
This field is used to identify reports so that you can sort or filter reports with
ease.
Note: This m ay be custom ized depending on your account setup.
3 Enter the date range in the Date From and Date To fields to view reports
for a specific period.
Note: The default date range will be for the past two weeks. (Optional)
Input the Date From and Date To.
The Search Result defaults to orders submitted in the last 14 days.
However, you may request a search that goes back further by changing the
date range. You will be limited to a 90-day date range, except when using
additional filter criteria.
If only one date field is used (Date From or Date To), the search will be
defaulted to 90 days.
Note: You must use last nam e when filtering by first nam e.

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Step Action
4 The Managed Status drop down allows results to be filtered by a user

specified consent status.
5 Package Name includes those custom packages that have been setup via
Administration.
6 (Optional) Progressive Orders – click the checkbox to filter results based

on cases setup for progressive ordering. This option is only displayed if
your account has packages setup for progressive ordering.
(Optional) Batch Orders – click the checkbox to filter results based on

cases submitted via the batch ordering method. This option is only
displayed if you are set up for batch ordering and have proper security
rights to view reports.

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Power Search Selection

If you have the proper access privileges, there will be a link provided to open the Power Search Selection Table so
that you can jump between accounts within the hierarchy without going back to homepage.
Click on the arrow next to the field to access the Power Search window.
Once the account within the Power Search has been selected, Search will be bolded and the account will be
displayed in the Search Results field.
Additional Search Options

There are additional search options for you to use when narrowing down your search.
Step Action
1 Case Result allows you to make a selection to return case results based
on the selected case status result. The drop-down list box will contain the
following values: Decisional, Eligible, Ineligible, Preliminary, Retain in
Place, and Supplemented.
2 Component Status tab allows you to filter results by whether a search is

Completed, Processing, Deferred, Delayed, or Constructing.
3 Position Applied For – if the position field is used during Order Entry, you
may search for applicants based on positions available or make a selection
from a drop-down list of available positions that have been setup.
Tip: The % sym bol can be used as a wildcard.
4 Subject Options allows you to type specific text in field to search for
applicants based on their first or last name, SSN, and/or State.
Tip: The % sym bol can be used as a wildcard.
5 Considerations allows the user to sort through search results based on

the following
Flag Status – Red indicating Yes, Yellow indicating Indeterminate,
Green indicating No
Sort by – Last Name, Last Updated, Date Ordered, Requestor, Order
Status, SSN, and Order ID

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Step Action
6 Quick Links provides the ability to access the background results based
on the following quick links from the Search Options page.
Unviewed Completed w/Alerts – when selected, shall return all completed
background searches with red or yellow status flags that have not been
viewed.
Unviewed Completed – when selected shall return all completed
background searches that have not been viewed.
In Progress – when selected, shall return background searches that have
not been completed.
Deferred Awaiting Further Input – when selected, shall return background
searches that have been rejected and requires additional information
before the search can be conducted.
Incomplete – when selected, shall return background searches where
additional information is needed or more time is required to complete this
request.
On Hold Orders – When selected, returns cases that were submitted via
XML without a valid SSN.

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Order Viewing
General Concepts
First Advantage® Order Viewing features are supported by a tab-based viewing interface separating three viewing
functions: Search Orders, Search Results, and Profile Viewing. The Search Results function allows you to
quickly review case order statuses returned from your search.
Using Search Results

The Search Results screen allows you to specify the report(s) and action intended for the selected report(s). It
displays the Subject’s name, Requestor’s name, Applicant’s SSN, Report type, Search status, Viewing/Ordering
history, and Tracking Notes.
Note: You can click the colum n header to sort results by that specific colum n.

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Status Descriptions
A key section on the Results screen is the Status section. The following table describes the possible order statuses
for a report.
Status Description
Completed Order has been received, processed, and completed. A

Completed status means that no additional information will be
received for the report. This status can be followed by an * to
indicate that derogatory information was found. This status can
also be followed by ** to indicate that a review is required.
Decisional Order has been received, processed and completed; however,

a review is required.
Eligible Order has been received, processed and completed. No

derogatory information was found.
In Progress Order has been received but the report information is pending
and unavailable to be viewed.
Pending Order has been received and partial report information is

available.
Preliminary Enough information is available from the initial report to

possibly enable you to make a hiring decision.
Retain in Place Order has been received, processed and completed; however
there is a retain in place.
Supplement Order has been received and partial report information is

available. The final decision will be supplemented.
On Hold The order is on hold and will have an additional identifier to

indicate the current status.
Duplicate – A duplicate order has been identified.

This order has been placed on hold awaiting completion of the
original order.
Email Sent – This order is missing data that is required to

begin processing. An email request for the required information
has been sent.
Incomplete Order – This order is currently incomplete and has

not been submitted for processing.

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Order Results Case Actions

The following case actions can be performed from the Results screen.
Selection Description
Order Details Launches the Order Detail screen.
Fax Produces a window allowing you to enter a fax number and cover page message. Click the
Submit button to submit your fax request for processing.
View/Print Launches the full report(s) for the case(s) you have selected. Use your internet browser’s print
options to print the full report(s).
Download Provides the ability to download selected results from the Search Results or Order Detail
page.
Print Card Allows for the printing of a eligibility card. The card will display the following, issue date, client
reference field(s), package ordered, and the date application becomes eligible.
Note: The card can only be printed if the case is completed, clear or completed eligible and
the account user has appropriate setup privileges.
Note: For more information about print cards, refer to the print card user manual available in
the Inside Enterprise Advantage portion of the website.
Customer Launches a window to allow you to send a customer service message to First Advantage
Service Inquiry regarding the cases selected from the Results screen.
Note: Upon submission, you will receive a confirmation message stating that you will be
contacted via the e-mail address or phone number configured in your user preferences.
Clear Viewed Deletes the date displayed in the Last Viewed section on the Order Listing page.
Date
Cancel Hold Deletes the hold order that is currently selected.
Edit Hold Order Opens the currently selected order and allows the user to edit the order.
Order Information
The Order Information section incorporates basic information about the search, including the report type, search
subject’s name and SSN, as well as the Order ID, account number, and name of requestor.
While viewing the Results listing page(s), you can click on the Search Options tab to review the original criteria
retained and/or further refine the search criteria.

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Searches
The Searches column on the Search Order screen displays each search component that was included in your
order. Additional features of Enterprise Advantage enable you to see the details queried for the report.
• Click on the component link to view specific details related to a search component.
• Or select the element(s)/search and use the View/Print or Download element action.
Ordered/ Completed
The Ordered/Completed column displays the date when the search was ordered and the date when the report was
completed.
Status
The Status column displays the search case results based on predefined queries of completed, unviewed, not
printed, and in process cases. This will give you the status of your order and allow you to manage your order.
Flag
Click on the alert flag notification icon to open a description window providing details about the alert.
The alert description window lists the discrepancies found for each search component, if any, and details what the
discrepancy is and what may have caused it. If the status indicated a red flag, one of the components in the report
will include a red flag.

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Order Details Search Type Actions

The following functions can be performed on the entire case using Case Actions on the Order Details page:
• View/Print
• Download (PDF)
• Fax
• Customer Service Inquiry
• Re-send Consent Email
• Track
• Print Card (if applicable)
• Adjudication (if applicable)
• Adjudication History (if applicable)
• Correspondence Letters
• Add Search
Element Action
The functions displayed below can be performed on selected elements using Element Actions on the Order
Details page: Note: Some options are only available if added to your account.

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Process Batch
General Concepts
The Overview of Process Batch provides a comprehensive understanding of Orders being created in bulk.
Download the Template which is an excel spreadsheet from the Process Batch section to upload the order details
in order to process the order.
If you submit the Batch Orders with errors, you will receive a downloadable Reject spread sheet with your batch
status on https://enterprise.fadv.com. The First Column in the Reject spread sheet contains the errors/causes for
rejection. To resubmit, make all indicated changes, DELETE the ERRORS column and resave the changes.

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View Batches
General Concepts
View Batches allows users to view the status of submitted Batch Orders, check for completed results track orders
at a summary level, and review completed orders.
Results are pre-sorted in descending order by batch ID, the most recently submitted order appearing at the top of
the list. You can click on the column headers to sort the results displayed by that specific column.
You may confirm the status of your batch by referencing the Stage column. Statuses are Processing, Ordered, or
Ordered with Rejections. If the status is Ordered with Rejections, a rejection file will be available for download
and review.
The 'Records' column will indicate the status of the orders contained within your batch upload. A description of
these statuses is as follows:
• Submitted: The total number of orders included in the initial batch upload.
• Validated: The number of orders containing all required fields and are approved for processing.
• Rejected: The number of orders that contain missing or invalid data. Rejected orders will appear in the
rejection file and must be corrected and resubmitted to be processed.
• Ordered: " || "The number of orders that have passed validation and are successfully processing.
• Failed: The number of orders that failed out of the total number of orders submitted; typically caused by an
internal application error. Failed orders are rare; however, they must be resubmitted in a new batch file.
Batch Summary will provide you an overall status of each order that has been successfully placed. By clicking on
the link you will be prompted to download a full summary of your batch into an Excel spreadsheet. This
spreadsheet will contain two worksheets: a summary count and a summary of the orders.
The Check for Completed Results link will appear when orders reach an 'Ordered' status. Clicking this link will
generate an update with the total number completed as of the current date.
To create a file of the individual report results, you should click on the link for Generate Completed Results. A
secondary link to View Completed Results will display, click on this second link and follow the screen prompts to
open or save the zip file of the order results.

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Administration
Overview
Not all Enterprise Advantage users will be designated as an Enterprise Advantage administrator; however, there
are some Administration options that every Enterprise Advantage user will use routinely. For example, two
administration functions that every Enterprise Advantage user can access include changing passwords and
individual preferences.

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Administration Options Overview
Overview
On the Enterprise Advantage toolbar, use the Administration option to:
• Change your own system settings and preferences.
• Change another user's settings and preferences.
• Set default options for yourself, other users, and your company.
• Modify your company's information (e.g. billing and contact information).
• View managerial reports.
• Create user specific custom packages.
Tip: Not all features are available to all users. For example, all users can change their own preferences; however,
to grant security rights to other users, you must be a Company Administrator
Administration Options
Read the table below to learn more about the Enterprise Advantage Administration Options.
Toolbar Options Description
User Settings Use this Administration option to add or edit the details for
Enterprise Advantage users, such as contact information,
security rights, billing rights, email notification preferences,
Define and manage user defined fields and change your
passwords
Access Company User Use this Administration option to view the list of Enterprise
List Advantage users for your company and to add or remove
users from the account
Edit Company Settings Use this Administration option to view your Enterprise
Advantage company profile and to edit your company settings
for duplicate checking, credit reports, billing information and
client reference ID
View Managerial Reports Use this Administration option to view Enterprise Advantage
reports on alert statistics and summaries, number of
applicants, turnaround times, disbursement fees, search
counts and response times
Custom Package Use this Administration option to create user specific custom
Maintenance packages
Company Documents This preference allows company administrators to manage

company specific documents that are available to users from
the navigation menu

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Add New User

Use this option to add new users to your account
Edit User Settings
Overview
The Edit User Profile screen appears when you want to edit settings and preferences for the user currently logged
into Enterprise Advantage. It also appears when you add a new Enterprise Advantage user, so that you may
designate the settings and preferences for the new user.
You must enter the information in the following required fields:
• Full Name
• Phone
Tip: Use a form at of (###)###-#### or (###)###-####x#### for telephone num bers.
• Fax
Tip: Use a form at of (###)###-#### or (###)###-####x#### for fax numbers.
• Email Address
Tip: If you do not have an em ail address, enter “none” into the required field.

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Change Your Password

To change your Enterprise Advantage password, follow the steps below.
Step Action
1
In the User Settings screen, click the Edit User Settings link.
The Edit User Settings screen appears.
2
Click to designate a new password for yourself.
The Change Password box appears.
3
In the New Password field, type your new password. Confirm your new
password by retyping it in the Confirm Password field.
4
Click to save your new password

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Change Your Secret Question

To change your Enterprise Advantage secret question, follow the steps below
Step Action
In the User Settings screen, click the Edit User Settings link.
1
The Edit User Settings screen appears.
2 Click to designate a new security question

for yourself. The Select Secret Question box appears.
In the Question drop down list, select the question you wish to use. In
3
the Answer field, type your answer to the question. Confirm your
answer by retyping it in the Confirm Answer field.
4
Click to save your new secret question and
answer.
WARNING: You must click this button to save your secret question
and answer.

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Change Your E-mail Notification Preferences

Enterprise Advantage gives you the option of choosing whether you want to be automatically notified by e-mail if an
order status meets the criteria you select.
The table below describes each notification option available to you.
E-mail Notification Description

Option
Notification Frequency Sets the frequency of e-mail notifications during the
business day. Your options include:
• OFF (turns off e-mail notifications)
• Hourly (between 6:00 AM and 6:00 PM )
• Twice daily (8:00 AM and 1:00 PM)
• Daily (8:00 AM)
• Weekly (6:00 PM on Fridays)
• Monthly (6:00 PM on the last day of each month)
• Note: All times are PST. For hourly, twice daily, and
daily frequencies, the e-mail notifications are sent
every business day, excluding standard holidays.
Include All Company When selected, summarizes the order status

Orders information for all your company’s orders instead.

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E-mail Notification Description

Option
Notification Criteria Sets the criteria needed to send you an e-mail

notification. These criteria include:
• Do not notify (turns off e-mail notifications)
• Always send notification (turns on e-mail
notifications)
• Only if completed (sends e-mail notifications on
only those unread orders that have a status of
Completed)
• Only with alerts (sends e-mail notifications on only
those unread orders that have a status of Alert)
Save Order Notification If enabled users will receive a daily email notification
summarizing any new orders created, saved, and not
submitted.
To change your Enterprise Advantage e-mail notification preferences, follow the steps in the table below.
Steps Action
1 In the User Settings screen, click the Edit User Settings link.
2 In the Auto Email Notification Preferences section, click the Edit button.
The Auto Email Notification Preferences screen appears.
3 Select the Notification Frequency from the drop down.
4 To include all company orders, select the Include All Company Orders
checkbox.

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5 Select the Notification Criteria from the drop down
6 To receive a daily email about orders that you saved but did not submit,
click the last checkbox.
7 Click Save.
Change Your Order Entry Default Custom Package

To change your company’s order entry default custom package, follow the steps in the table below.
Step Action
1 In the User Settings screen, click the Edit User Settings link.
2 In the Next to Default Package for Order Entry tile, click the Edit
button. The Default Package Preference screen appears.”
3 Click the radio button for the package you want to designate as the
default when you enter orders.
Tip: These packages are customized for your company. To find

out more information about these packages, see the designated
Enterprise Advantage administrator for your office or contact First
Advantage.
4 Click Save

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Add a New User

To add a new user to your office’s Enterprise Advantage account, follow the steps in the table below.
Step Action
1 On the Enterprise Advantage toolbar, click Administration. The

available sub-items are displayed.
2 Click Company User List from the list of available sub-items or click
Access Company User List. The User List screen for your
company appears.
3 Under Add New User, enter the new Enterprise Advantage user’s
User ID, full name, and password. Type the password again to
confirm it.
4
Click .

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Edit Company Settings
Overview
If you are the Enterprise Advantage administrator for your office, you can change your company’s preferences. The
tables in this section describe how to set each company preference option.
Edit General Information
To edit your office’s address, phone and fax number, follow the steps in the table below.
Step Action
1 On the Enterprise Advantage toolbar, click Administration. The

2 Click Company Settings from the list of available sub-items or click

Edit Company Settings under Administration Options. The Company
Profile screen for your company appears.
3 Next to GENERAL INFORMATION, click . The Edit General

Preferences screen appears.
4 Type your company contact’s telephone number, fax number, and e-

mail address.
5
Click .
Edit Duplicate Checking

To edit the background search duplicate check options for your office’s account, follow the steps in the table below
Step Action
1 On the Enterprise Advantage menu, click Administration. The

2 Click Company Settings from the list of available sub-items or click

Edit Company Settings under Administration Options. The
Company Profile screen for your company appears
3 Next to DUPLICATE CHECKING, click . The Edit Duplicate

Checking Preferences screen appears.

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4 If you want Enterprise Advantage to look for duplicate background

searches, click the Duplicate Checking Available checkbox to
activate duplicate checking.
5 Enter the number of days (0 to 365) before today that you want
Enterprise Advantage to search for duplicate orders.
6 If you want Enterprise Advantage to change the status of the

duplicate orders to ‘DEFERRED’, click the DEFER radio button. If
you want Enterprise Advantage to change the status of the duplicate
orders to ‘CANCELLED, click the CANCEL radio button.
Company Document
This feature allows company administrators to manage company specific documents that are made available to
users at any time when logged in to the Enterprise Advantage website.
The Hierarchy section window displays all accounts and/or groups that you have access to select. If available, you
can click the plus or minus buttons to expand or collapse an account or group to display or hide the sub-accounts.
• Select the account or group and click submit to update the dashboard with your selection
• Upon selecting an account or group of accounts, will update and allow access to all orders submitted for
your selection criteria
Billing Information
The Billing Detail View Options lets you set the criteria for your billing detail:
• You can select a specific invoice or view uninvoiced transactions.
• You can choose to group by requester, reference # or subject.
If grouping by Reference #, you may indicate the # of characters to group by, i.e. entering '4' in the # of
Characters to Group, will group transactions by the first 4 characters of the Reference #. Leave blank to
use the entire Reference #.
• You can also choose to sort the transactions, or if grouped, sort within the group.
Filter Options lets you filter for a specific requester, reference # or subject. Choose the Filter Type and enter the
Filter Value to search for.To include package components in the detail view, check the 'Include Pkg Components'
box.
(Note: Including package components, may cause a significant delay due to the increase in the number of items
returned.)

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View Managerial Reports

Overview
If you are the designated Enterprise Advantage administrator for your company, you can view and print managerial
reports for your company by accessing the Reports sub-item under the Administration options navigational item.
The following table describes each type of report available to you.
Report Name Description
Alert Statistics Shows alert tallies by applicant and/or component.
Automatic Letter Shows auto-generated letter history

Generation History
Component Exception Provides summary of alert/consideration results for a given date

Summary range
Credit Card Transactions Display a report of Direct Advantage credit card transactions for
for Direct Advantage account
Number of Applicants Shows the number of applicants within the range of dates
specified
Open Searches Shows the court and verification searches that are still
processing
Package Turnaround Shows the turnaround statistics for this client's package(s)
Times
Search Count And Shows the Search Count And Response Time
Response Time
Split Delivery and Carbon Display a report of an account's Split Delivery/Carbon Copy
Copy Redirection Report cases
Turnaround by Search Shows the Search Count And Response Time

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Viewing and Printing Managerial Reports
Follow the steps in the table below to view and print managerial reports for your company.
Step Action
1 On the Enterprise Advantage menu, click Administration. The

2 Click Reports from the list of available sub-items or click Managerial

Reports under Administration Options. The Managerial Reports
screen for your company appears.
3 Under Report Name, click the name of the report that you want to
view. The Specify Criteria page appears.
4 Select the criteria to filter the report you want to view. Then, click the
button. The report appears.
5 To print the report, choose File | Print from your browser’s menu bar.

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Billing
Overview
The Billing Detail View Options lets you set the criteria for your billing detail:
• You can select a specific invoice or view uninvoiced transactions.
• You can choose to group by requester, reference # or subject.
If grouping by Reference #, you may indicate the # of characters to group by, i.e. entering '4' in the # of
Characters to Group, will group transactions by the first 4 characters of the Reference #. Leave blank to
use the entire Reference #.
• You can also choose to sort the transactions, or if grouped, sort within the group.
Filter Options lets you filter for a specific requester, reference # or subject. Choose the Filter Type and enter the
Filter Value to search for.To include package components in the detail view, check the 'Include Pkg Components'
box.
(Note: Including package components, may cause a significant delay due to the increase in the number of items
returned.)
This chapter discusses the Billing Detail View Options, the Filter Options, and how to read and interpret your
Enterprise Advantage Billing invoices

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Billing Filtering Preferences
General Concepts
The Billing Detail View Options let you set the criteria for your billing detail and the Filter/Presentation Options
allow you to filter for specific invoices.
Billing Detail View Options

The Billing Detail View Options let you set the criteria for your billing detail according to the options illustrated in the
table below.
Step Action
1 Select a specific invoice from the Invoice Date drop-down box in the
Billing Detail View Options section to select the billing period you would
like to view.
2 Choose to group by Requestor, Reference Number, or Subject.
Tip: If grouping by Reference Number, indicate the number of characters to

group by. For example, entering ‘4’ in the Number of Characters to
Group field will group transactions by the first four characters of the
Reference Number. The default settings (leaving the Reference Number
blank) will use the entire Reference Number.
3 Use the Group By and Sort By drop-down boxes to set the criteria for how
you want to view your billing detail. If you just click OK to load the default
settings, all your current Un-invoiced transactions will be returned to you.
Filter/ Presentation Options

The Filter/Presentation Options allow you to specify display preferences for your Billing Details and Invoices.
Follow the steps below to indicate your preferences.
Step Action
1 Use the Filter Type drop-down box to filter your billing invoices to include
only Billing details of a specific Requestor, Reference #, or Subject.
2 (Required) Enter the Filter Value to search for based on the Filter Type
that you selected.

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3 (Optional) Check the Include Pkg Components option to include package

components in the detail view.
Note: Including package components may cause a significant delay due to

the increase in the number of items returned.

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Frequently Asked Questions
Order Entry
Q: Why do I need to input the Social Security number on the initial Order Entry page?
A: The Social Security Number field is the basis for your entire order. Using this number, Enterprise Advantage
develops a list of names and addresses reported and return them in a “grid” that can be used to make criminal
search history requests. This grid allows you to see addresses and names that your applicant may not have
provided. The grid will only appear if you have a Social Security verification and public records search included with
your order.
Q: I need to run a package and include a search that is not part of that package. Can I select a package and an
individual search at the same time?
A: Yes. Package selection and Individual Search Component selection can be done at the same time provided
the search is listed in the individual search component list. You can also add additional searches to the package by
clicking the Add a search button on the Order Summary page.
Q: Why are California current addresses mandatory fields?
A: Currently, California requires First Advantage Enterprise Advantage reports to include the applicant’s current
address at the top of the report. California state law requires that all applicants be given the opportunity to obtain a
copy of their report from their employer, and as part of this law, the current address must be readily available on the
report. W hile other states do not require the full current address, we do recommend including this during your order
entry.
Q: Why did another name appear on the grid?
A: The name and location grid is developed from the applicant’s Social Security number, but does not rely on the
Social Security Administration’s database. No non-governmental institutions have access to its database due to
security precautions. Our grid search comes directly from the credit bureau’s credit header information. Since this
database is manually constructed, the occasional typographical error can cause additional names to appear. W hen
using the grid, it is important to remember to only select those locations that are listed for the applicant (this includes
maiden names or aliases), and not for any other name. For questions about a specific occurrence, please contact
Customer Service.
Q: I made an error during my Order Entry, but I caught it before I submitted my search. How do I fix this before
submitting my order request?
A: Continue with the Order Entry process until you reach the Order Summary page. This page allows you to
review the contents of your order before you submit it for processing. For each section of your order, there will be a
small Edit button in the grey section header. By clicking the button, you may safely return back to the section that
you wish to correct or edit. The only item that cannot be changed during the Order entry process is the Social
Security number. If you need to change this number, please call Customer Service within 24 hours of submitting or
entering your order request. DO NOT use your Internet browser’s Back button during the Order Entry process.
Doing so will cause transmission errors during your order.

FADV0010
Order Viewing
Q: How long does a Background check take to complete?
A: The Social Security Verification is returned instantly, sometimes within seconds after ordering. Criminal
backgrounds have different turnaround times. The majority of the County seat searches have a 3-5 day normal
turnaround, there may be an additional 1-5 days if an on-site search has to be conducted. Some courts are faster
than others and we are at the mercy of the court. Verification searches must be researched manually, and may take
24-72 hours to complete. Delays in verifications will be indicated in the Enterprise Advantage system. For specific
turnaround times on your report, please contact Customer Service.
Q: Why does the SSN indicate there is no record when the applicant has what appears to be a valid card?
A: The SSN Verification search does not rely on the Social Security Administration’s database. No non-
governmental institutions have access to their database due to security precautions. Our SSN search comes directly
from the credit bureau’s credit header information. A No Record Found report might show if your applicant is fairly
young or does not have any credit history yet. If you feel that you applicant is falsifying their SSN, you may contact
the Social Security Administration directly and request to verify your subject’s records. Although they will verify very
limited information, it may help you with your hiring decision. The Social Security Administration’s number is 1-800-
772-1213.
Q. What exactly does it mean when we receive an alert (red flag) notification on a Social Security Number
search?
A: The red flag on the SSN Verifcation is an indication of a name match error. For example, the name on the
report that came back could be spelled differently than the name that was entered with your data. It is also possible
that the SSN was entered incorrectly; therefore, the search could return another individual’s information.
Q: What is the first step in the process of providing our data to First Advantage?
A: The first step is the “Data Profile” which is a prearranged conference call involving the necessary business
and technical people from both your company and First Advantage. During this call, documentation specific to
Enterprise Advantage will be reviewed in its entirety, providing all parties the opportunity to discuss the data
requirements in detail, and to ask and answer any questions relative to the data contribution process.
My order does not have a county search. How can I fix that?
A: You can still add on the missing component to your order. When you log in, click on Order Viewing, and pull
up your existing order. Once the order is pulled up, click on the Add a search button on the bottom left hand side of
the subject’s information. On the next screen, you have an option of going back to the Location Ordering Grid, or
ordering the county search manually. Click on the link that would bring you back to the grid. Once you are on the
grid, choose the county you would like to run the criminal search on and click Continue. You will then go back to the
Summary screen where you can verify the searches you ordered. Click Submit to submit the search. You will get a
message saying your order has been successfully submitted.

FADV0010
Q: Can I print more than one completed report instead of just one at a time?
A: Select the Order Viewing tab. Then, select the date range of reports that are being requested. Check the box
indicating Completed Orders Only, then click OK or press Enter. The next screen will have a box next to each
request and, by checking each box, the search will be printed when you select the print option at the bottom of this
screen. There is also an option to select all reports for printing.
Billing
Q: Why can I only view my invoice detail online?
A: There are several reasons for exclusive website access to your invoice detail. For security purposes, First
Advantage discourages sending detailed invoices through the mail, as they contain sensitive information about your
applicants. Our website is a secure location and can only be accessed by approved associates. First Advantage
also provides a variety of ways in which your invoice can be detailed. You may choose to sort alphabetically by
applicant, by reference, by requestor, and other filtering options that can help you further break down your monthly
total based on your company’s requirements.
Q: I notice additional fees listed in my billing detail. What are these?
A: Certain searches may incur additional fees based on costs of research. There are several counties that
charge access fees for searching their files of court records. State Departments of Motor Vehicles may also charge
DMV access fees. Should charges be levied during a verification for automated systems, record access, or phone
number look-up, these may be passed along. These fees are not paid to First Advantage and instead are remitted to
the organization or service that required the fee.
Administration
Q: How do I change my password?
A: Click on the Administration tab, and then click on the Edit My User Settings link. Click on the Change
Password button. Type in new password and confirm by typing it again (password must be at least six characters
and must include at least one alpha character and one numeric character in the password). Click Save Changes
before making any other changes to your account settings.
Q: I would like to receive e-mails letting me know when my reports are complete. How can I set this up?
A: Click on the Administration tab, and then click on the Edit My User Settings link. Below the personal
information fields is a section called “Auto E-mail Notification”. Click the Edit button. You will first choose how
frequently you would like to receive your e-mail notification (from once per hour to once per month), then the criteria
we use when sending you e-mail. If you are already set up to receive e-mail notifications, and wish to change your
settings or turn off the notifications, you may also do so.

FADV0010
Q: We get an e-mail message each day for unviewed orders. Is there a way to cancel this message?
A: Please follow the steps below to cancel Auto-E-mail notification:

• Log in and click on the Administration tab.
• Click on the Edit My User Settings link.
• Find the Auto E-mail Notification Preferences, and click on the Edit button.
• Choose “Notification Off” on the Notification Frequency and “Do Not Notify” on the Notification
Criteria.
• When finished, click OK.


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Enterprise Advantage 2.

• Microsoft® Internet Explorer® version 6.0 or higher

• Apple® Safari™ version 1.2 or higher

• Mozilla® Firefox® version 2.0 or higher

Copyright © 2014 First Advantage. All rights reserved. 1

" " This is used to identify new terms.

Italics This is used to identify references to other chapters,

WARNING This is used to identify warnings.

Gray Shading This is used to identify tips or notes.

Copyright © 2014 First Advantage. All rights reserved. 2

Using Enterprise Advantage

Logging into Enterprise Advantage

Copyright © 2014 First Advantage. All rights reserved. 3

2 In the User ID field, type your User ID

3 In the Password field, type your password

4 Click The ,Enterprise Advantage main screen appears

Copyright © 2014 First Advantage. All rights reserved. 4

Changing Initial or Expired Passwords

Copyright © 2014 First Advantage. All rights reserved. 5

Time Out Notification

Copyright © 2014 First Advantage. All rights reserved. 6

Security Level Dashboard Options

Copyright © 2014 First Advantage. All rights reserved. 7

Copyright © 2014 First Advantage. All rights reserved. 8

Copyright © 2014 First Advantage. All rights reserved. 9

Creating Your Order

Auto Save Order

Copyright © 2014 First Advantage. All rights reserved. 10

Selecting Your Order Preference

(Optional) Type your Client Reference 2.

(Optional) Type the Position Applied For.

Position Applied For dropdown list – list is approved by customer.

Note: Depending on your account setup, you may be required to select

Note: Packages created by the user, are user specific

6 Provide the Expected salary figures in USD

Copyright © 2014 First Advantage. All rights reserved. 11

Copyright © 2014 First Advantage. All rights reserved. 12

Order Subject Review

Custom Package Select One

Expected AnnualSalary Currency USD

For report ng US ba.-xd criminal h:istory convictions greater than 1y ears.

Next 0 Exl Order

copyright© 2014 First Advantage. All rights resetved. 13

Client Representative Field

Copyright © 2014 First Advantage. All rights reserved. 14

Additional Names Section

1 (Required) Enter the subject’s personal details and current address.

2 (Required) Enter the Global Identification by selecting the Country issued

3 (Optional) Enter the Charge, Type, and Description of any Admitted

4 (Optional) Enter possible information to assist in processing your order.

Copyright © 2014 First Advantage. All rights reserved. 15

5 (Optional) Enter Additional Names, if any

6 (Optional) Enter any previous addresses.

7 Click Next to continue in the order entry process

Copyright © 2014 First Advantage. All rights reserved. 16

Explicitly Save Order

Copyright © 2014 First Advantage. All rights reserved. 17

Entering Education Information

1 (Required) Enter the appropriate information in the required fields.

Note: Additional information provided will increase the accuracy of the

2 (Optional) Click the Add Another button to enter information about an

Copyright © 2014 First Advantage. All rights reserved. 18

Entering Employment Information

1 (Required) Enter the subject’s current employment information.